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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,019 | $37,156-27.3% | $83,854-67.8% | $86,983-68.9% |
| Participation rate | 88.7% | 49.1%+39.7pp | 59.1%+29.6pp | 69.5%+19.2pp |
| Annual return | 11.26% | 29.88%-18.6pp | 31.39%-20.1pp | 25.83%-14.6pp |
| Employer contribution / active EE | $839 | $661+27.0% | $1,017-17.5% | $2,584-67.5% |
| Participant deferral / active EE | $1,592 | $1,418+12.3% | $2,035-21.8% | $4,194-62.0% |
| Admin fee / account holder | $1,347 | $2,510-46.3% | $3,197-57.9% | $7,856-82.9% |